Hot Topics / Insights
December082022
Planning With the Increased Exemption Amounts While They Last
Berdon Tax Team 12.8.22 | Client Alert Estate, Gift, and Generation-Skipping Transfer Tax Considerations The 2017 Tax Cuts and Jobs Act (TCJA) included increased estate, gift, and generation-skipping transfer (GST) […]
October192022
2022-23 Tax Planning Guide – Claim Opportunities That Fit Your Circumstances
10.19.22 | Client Alert Tax Planning Guide Updates in Real Time This year’s Inflation Reduction Act, the still impactful Tax Cuts and Jobs Act of 2017 (TCJA), and ongoing chatter […]
August252022
Extended Due Date Reminder – 2022 New York Pass-Through Entity Tax Deadlines on September 15
BERDON STATE & LOCAL TAX TEAM 8.25.22 | Client Alert As discussed in our previous alert, eligible pass-through entities (PTEs) that missed the original March 15 New York Pass-Through Entity […]
March242022
Inherited IRAs Less Generous Per New IRS Guidance
Berdon Personal Wealth Services Team 3.24.22 | Client Alert At the end of 2019, the Secure Act (“the Act”) introduced the 10-year rule, requiring most non-spouse designated beneficiaries (non-eligible designated […]
January202022
Excess Business Losses – Where We Stand Today
Berdon Tax Team 1.20.22 | Client Alert The Tax Cuts and Jobs Act (TCJA), enacted in 2017, reformed the income tax treatment of business losses for individual taxpayers and those […]
January052022
Berdon Names a Diverse Group of New Partners
1.5.22 | Press Release NEW YORK – “We are particularly pleased with the diverse group of new partners who, in their own unique ways, have demonstrated the technical excellence and […]
December062021
NYS PTET Estimated Payment Application Available for 2021
BERDON TAX TEAM 12.6.21 | Client Alert Entities that have made the PTET election for tax year 2021 can now pay the tax through the Business Online Services Account. Taxpayers […]
December022021
New York State Enacts Mandatory Retirement Plan for Private Sector Employees
Sarah S. Kim, J.D., LL.M. 12.2.21 | Client Alert On October 21, 2021, New York Governor Kathy Hochul signed legislation to promote retirement savings options for private sector employees through […]
November292021
Update: Crypto Investors Face Expanded Reporting Requirements
11.29.2021 | Client Alert The new massive infrastructure bill was signed into law by President Biden on November 15, 2021, introducing new tax reporting requirements in an attempt to put […]